Spirepoint Private Client, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$1M
Accounts
1,376
Employees
10
Advisory reps
9

Firm details

Headquarters
Vero Beach, Florida
CRD number
327350
Registered since
July 14, 2023
Website
www.spirepointpc.com
Custodians
GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI80.12%
  • Corporations / Businesses15.85%
  • Individuals4.02%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Spirepoint Private Client, LLC is an independent registered investment adviser that provides fee-based planning and portfolio management for individuals, families and institutional clients. The firm is structured as an LLC and is SEC-registered (2023). Ownership is a mix of domestic entity and individual ownership. Compensation comes through a combination of percentage-of-AUM fees and fixed fees; the business also operates registered representative and insurance brokerage activities alongside its advisory services. Advisory services listed include financial planning and discretionary portfolio management for individuals, small businesses and institutional entities. The firm does not identify as an active ESG investor and is not described as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Public Funds/Mutual Funds 28%, Other 5%, State & Local Bonds 2%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Private Funds 1%60%
  • Exchange Traded Equities60%
  • Public Funds/Mutual Funds28%
  • Other5%
  • State & Local Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Stacy Sizemore

    Stacy Sizemore

    Chief Compliance OfficerCRD 4052029

  • Trent Leyda

    Trent Leyda

    CEOCRD 2234188

Contacts

3 of 7
  • Ronnie Marceaux

    Ronnie Marceaux

    DirectorCRD 4053858

  • Robert Scarborough

    Robert Scarborough

    Senior Vice President, Private Client AdvisorCRD 4300571

  • Kim Orsi

    Kim Orsi

    Senior Vice PresidentCRD 1433219

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 83

Active vs passive

$308M in ETFs

Passive

91%

$280M

Active

4%

$28.4M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$43M62,53713.93%
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Location

Primary office

Vero Beach, FL

Indian River

Location

Vero Beach, FL

Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Indian River
Address
830 Azalea Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth